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                GROWTH. TRANSFER. LEGACY.

the value in new chapters and welcome inquiries about starting a chapter in new geographies.

Experience XPX!

Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

Each month in this new series, we will be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

After the 30-minute web discussion, Mary and Paul take a few minutes to review the basics of starting an XPX Chapter.

  • October 09, 2018 9:44 PM | Mary Adams (Administrator)

    Hear three stories about how these advisors incorporate exit planning into their practices: 

    • Jane Johnson, President, Business Transition Academy, Inc.
    • Dan Guglielmo, Leader, Confidential CEO Forums
    • Shannon Zollo, M&A, PE, VC Attorney at Nutter

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